2013-02-12T12:42:15-06:00 2012-09-30 580692043 Mauldin & Jenkins LLC 200 Galleria Parkway SE Suite 1700 Atlanta GA 303395946 990 2011-10-01 592236174 Habitat for Humanity for Lee and Hendry Counties Inc HABI 2396520434 1288 North Tamiami Trail North Fort Myers FL 33903 Katherine C Green 2396520434 2013-01-15 1 Jeff T Fucito P00120748 7709558600 X 2011 2016-03-07 17:11:31Z Katherine C Green 1288 North Tamiami Trail North Fort Myers FL 33903 7552465 0 X www.habitat4humanity.org X 1982 FL Habitat for Humanity of Lee County, Inc. is a charitable, non-profit organization dedicated to providing housing for those who cannot otherwise afford a decent place to live, with the ultimate goal of eliminating sub-standard housing in Lee County, contributing to family and community stability. 18 18 39 2979 0 0 3016718 1917039 4659194 4846241 -227774 40660 349367 530217 7797505 7334157 0 0 0 0 1947959 950686 0 0 175519 6950073 6903442 8898032 7854128 -1100527 -519971 20384996 19385348 1522832 1025941 18862164 18359407 X To follow Gods lead and partner with the community to provide decent, affordable homes for people in need so they may build better lives for their families. 0 0 5592863 3836400 In the fiscal year ended September 30, 2012, Habitat sold 54 homes to low-income families, while keeping their total monthly payments at or below 30% of their income. Most of these were existing homes which were rehabilitated to be like new, utilizing Habitat's volunteers and staff. Rehabilitating existing housing stock also has the effect of reducing our local oversupply of homes, stabilizing neighborhoods and integrating low-come families more seamlessly into their community. Habitat also remediated six homes with Chinese drywall for their occupants. 651093 645578 Habitat's thrift store exists to provide revenue for our affordable home ownership mission, and to provide home furnishings, appliances, building materials and other items to our homeowners and the general public at a greatly reduced cost. Homeowners are given a discount at the store, and may finance the purchase of furniture for their new home when they close on it. Businesses and individuals donate new and used items to the store. Homeowners volunteer in the store to gain hours toward their sweat equity requirements and keep the operating expenses as low as possible. 440294 364263 During the fiscal year October 1, 2011 to September 30, 2012, our Senior Housing Complex enjoyed a 97% occupancy rate. These affordable rental units assisted over 60 different households during that time. 641739 Family outreach recruits potential homeowners and then services and manages homeowner financing. 641739 7325989 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 13 0 1 39 1 0 0 0 0 1 1 1 1 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Richard H Shera Jr 2396520434 1288 North Tamiami Trail North Fort Myers FL 33903 Donny Andrews 2.00 X X 0 0 0 Glenn Bailey 1.00 X 0 0 0 Al Brislain 1.00 X 0 0 0 Roger Brownell 2.00 X 0 0 0 Carl Joseph Coleman 1.00 X 0 0 0 Dave Dale 2.00 X X 0 0 0 Miguel C Fernandez III 2.00 X 0 0 0 Joe Gammons 1.00 X 0 0 0 John Grisak 1.00 X 0 0 0 Teri Hansen 1.00 X 0 0 0 Mitch Hutchcraft 2.00 X 0 0 0 Cheryl King 1.00 X 0 0 0 Brian Lucas 2.00 X 0 0 0 Shawn R McIntyre 2.00 X 0 0 0 Denis Noah 3.00 X X 0 0 0 Sandy Robinson 2.00 X 0 0 0 Sharon Thompson 4.00 X X 0 0 0 Evette Teal-Richardson 1.00 X 0 0 0 John Tobler 1.00 X 0 0 0 Bill Valenti 1.00 X 0 0 0 James Adams 3.00 X X 0 0 0 Scott Robertson 1.00 X 0 0 0 Katherine Green 40.00 X 165900 0 13173 Richard H Shera Jr 40.00 X 109944 0 10820 275844 0 23993 2 0 1 0 FBI Air 1533 Canal Street Lehigh Acres FL 33936 Air conditioning contractor 218783 Home Depot Credit Services PO Box 9055 Des Moines IA 50368 Home repair store 124407 2 133071 900249 883719 673651 1917039 Habitat First Mortgage 531390 3563181 3563181 ReStore Sales 442000 645578 645578 Rental Housing Income 531110 364263 364263 Mortgage Interest 531390 172423 172423 Application Fees 531390 96859 96859 3937 3937 4846241 27031 27031 64209 13191 63771 0 438 13191 13629 13629 414674 133071 104245 310429 310429 270080 50292 219788 219788 7334157 4846241 0 570877 292170 167935 104740 19495 550769 481809 68960 107747 90514 17233 68668 56469 12199 46730 46730 52186 43142 9044 8878 2030 6132 716 74386 13817 31367 29202 16551 4568 7332 4651 145687 133444 12243 8654 2929 1751 3974 18288 5970 1341 10977 12501 12501 266964 199341 67623 23073 8198 14875 Cost of Home Constructi 5765039 5765039 Impairment Loss 127901 127901 Loan Loss Expense 127711 127711 Tithe 83950 83950 56275 11222 33786 11267 7854128 7325989 352620 175519 589599 1163982 1611822 673955 634679 523328 234873 109321 6232387 7196970 122246 141339 50101 115910 9234975 2057782 7339153 7177193 225216 252143 3344920 2031207 20384996 19385348 663438 320217 51979 48939 660357 536207 147058 120578 1522832 1025941 X 18227485 17836069 634679 523338 18862164 18359407 20384996 19385348 X -519971 17213 X X 0 1 1 X 1 1 X 4580435 2820170 2920031 3006823 1917039 15244498 4580435 2820170 2920031 3006823 1917039 15244498 15244498 484737 246548 19253 13459 27031 791028 29758 29758 16065284 23726478 0.94890 0.93200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1 0 1 0 0 0 0 Explanation of Lobbying Activities: Part II-B, Line 1: Board passed a resolution in support of continued SHIP Funding by the State of Florida. This resolution was forwarded to local legislators. The President/CEO of the organization, Katherine C. Green, met with Senator Bennet to discuss this resolution. (Senator Bennett is a Florida State Senator). 0 1 1346717 1346717 7078705 1349638 5729067 243633 204638 38995 565920 503506 62414 7177193 Home Construction in Progress 388026 Land Held for Home Sites 1643181 2031207 Deferred Gift Annuity Liability 120578 120578 Part IV, Line 2b: Downpayments on purchase of low-income housing by qualifying homeowners. Description of Uncertain Tax Positions Under FIN 48: Part X: The organization does not have any uncertain tax positions under FIN 48 (ASC 740-10). Shaddow Wood Residents Golf 116800 25075 91725 4042 7317 27949 8282 Fundraising Event 60396 57996 2400 0 0 0 2252 6 370549 50000 320549 4450 10750 6554 32649 547745 133071 414674 8492 18067 34503 43183 104245 310429 270080 38482 2479 9331 1 0.98000 270080 38482 2479 9331 50292 219788 FL 1 0 0 0 1.00000 Richard H Shera Jr 1288 N Tamiami Trail North Fort Myers FL 33903 0 E Cheryl Garn X 0 X X X X 0 0 0 0 0 0 0 1 0 Katherine Green 150000 0 15000 0 900 0 6747 0 6426 0 179073 0 0 0 Part I, Line 7 Bonuses are issued based on performance goals, with a max of 5%. X 335000 THRIFT SHOP VALUE X 11 99088 Real estate Tax Records X Appliances 15 64835 FMV X Paint 4 57077 FMV X Building Materials 117651 FMV 0 1 0 Form 990, Part VI, Section A, line 2 Board of Directors Duane Swanson and Glenn Bailey: Family Relationship Form 990, Part VI, Section B, line 11 The 990 will be reviewed by the Finance and/or the Executive Committee with recommendation to be approved by the full board. Form 990, Part VI, Section B, line 12c Board Members: Anytime a vote comes before the board, they will abstain from the vote, (with the Secretary stating such in the minutes). Officers (President/CEO, EVP/CFO, and EVP/COO) will bring anything that is tied to them directly to the attention of the board before a vote is approved. Key Employees: Vice Presidents and above will bring this to the attention of the CEO so she can inform the board of any issues. Form 990, Part VI, Section B, line 15 The Executive Director reports directly to the Executive Committee who determine and approve compensation. Form 990, Part VI, Section C, line 19 Documentation is provided to the State for publication on a public site. Audited financials are on the organization's website and available per request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 17,213. Form 990, Part XII, Line 2c The processes for auditor selection and review of audited financial statements have not changed from the previous year. Habitat Senior Housing LLC 1288 North Tamiami Trail North Fort Myers FL 33903 562592682 Affordable Senior Housing, operating 60 senior units FL 300875 4697 Habitat for Humanity of Lee & Hendry Counties Inc